TWP
Tempus Wealth Planning’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
91,257
+1,661
| +2% | +$42.5K | 0.58% | 43 |
|
|
2025
Q1 | $2.29M | Sell |
89,596
-8,689
| -9% | -$222K | 0.68% | 39 |
|
|
2024
Q4 | $2.46M | Sell |
98,285
-5,057
| -5% | -$126K | 0.75% | 37 |
|
|
2024
Q3 | $2.7M | Sell |
103,342
-4,628
| -4% | -$121K | 0.99% | 23 |
|
|
2024
Q2 | $2.71M | Sell |
107,970
-18,236
| -14% | -$458K | 1.13% | 18 |
|
|
2024
Q1 | $3.19M | Sell |
126,206
-85,503
| -40% | -$2.16M | 1.4% | 13 |
|
|
2023
Q4 | $5.43M | Buy |
211,709
+54,372
| +35% | +$1.39M | 2.38% | 7 |
|
|
2023
Q3 | $3.83M | Buy |
157,337
+1,606
| +1% | +$39.1K | 1.92% | 9 |
|
|
2023
Q2 | $3.95M | Buy |
155,731
+48,713
| +46% | +$1.24M | 1.78% | 9 |
|
|
2023
Q1 | $2.76M | Buy |
107,018
+11,135
| +12% | +$287K | 1.35% | 11 |
|
|
2022
Q4 | $2.41M | Buy |
95,883
+472
| +0.5% | +$11.9K | 1.46% | 13 |
|
|
2022
Q3 | $2.38M | Sell |
95,411
-785
| -0.8% | -$19.6K | 1.59% | 10 |
|
|
2022
Q2 | $2.54M | Sell |
96,196
-4,286
| -4% | -$113K | 2.08% | 7 |
|
|
2022
Q1 | $2.79M | Buy |
100,482
+1,450
| +1% | +$40.3K | 1.99% | 7 |
|
|
2021
Q4 | $2.93M | Buy |
99,032
+246
| +0.2% | +$7.29K | 1.58% | 12 |
|
|
2021
Q3 | $2.95M | Sell |
98,786
-11,153
| -10% | -$333K | 1.67% | 11 |
|
|
2021
Q2 | $3.3M | Buy |
109,939
+21,154
| +24% | +$635K | 2.19% | 6 |
|
|
2021
Q1 | $2.63M | Sell |
88,785
-107,608
| -55% | -$3.19M | 2.79% | 7 |
|
|
2020
Q4 | $6.05M | Sell |
196,393
-577
| -0.3% | -$17.8K | 7.8% | 4 |
|
|
2020
Q3 | $6.07M | Buy |
196,970
+2,001
| +1% | +$61.7K | 8.78% | 2 |
|
|
2020
Q2 | $6.02M | Buy |
194,969
+1,017
| +0.5% | +$31.4K | 8.97% | 2 |
|
|
2020
Q1 | $5.86M | Sell |
193,952
-2,145
| -1% | -$64.8K | 9.6% | 3 |
|
|
2019
Q4 | $5.76M | Buy |
+196,097
| New | +$5.76M | 5.08% | 4 |
|